Ownership history in Sigma Planning Corp · 20 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in FIRST TR EXCHANGE-TRADED FD (DVOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,202 | +72 | +0.5% | 0.01% | $533K | $35.03 |
| 2025 Q3 | ADDED | 15,130 | +1,450 | +10.6% | 0.02% | $536K | $35.36 |
| 2025 Q2 | ADDED | 13,680 | +4,875 | +55.4% | 0.01% | $480K | $34.96 |
| 2025 Q1 | ADDED | 8,805 | +992 | +12.7% | 0.01% | $313K | $35.32 |
| 2024 Q4 | REDUCED | 7,813 | -140 | -1.8% | 0.01% | $265K | $33.59 |
| 2024 Q3 | UNCHANGED | 7,953 | — | 0% | 0.01% | $264K | $32.77 |
| 2024 Q2 | REDUCED | 7,953 | -22 | -0.3% | 0.01% | $241K | $29.90 |
| 2024 Q1 | REDUCED | 7,975 | -422 | -5.0% | 0.01% | $244K | $30.14 |
| 2023 Q3 | REDUCED | 8,397 | -1,082 | -11.4% | 0.01% | $210K | $24.46 |
| 2023 Q2 | REDUCED | 9,479 | -1,200 | -11.2% | 0.01% | $250K | $25.84 |
As of 2025 Q4 — sorted by position size